Our Process

First, we will onboard you and your clients. We communicate with you and them how you communicate. Use slack? Great! Use email, perfect. We will create a user for your new tax department at your entity and monitor that mode of communication. On our end, we bring your tax clients into our system and get their returns ready for preparation.

We have a detailed request list that will be provided to you up front for all of the tax returns we will prepare. You pull the information together and send it to us, and the compliance process is initiated! Our team will prepare the returns, review the returns, and get everything ready for filing. We will send the final draft to you and your client for final review and their signature. We have an experienced tax accountant, with a CPA reviewing and signing every return for your clients.

All returns will be available for access via secure servers. Your clients will sign electronically (for all federal and state returns that accept electronic signature) and we will mail them any physical returns needed for filing. We are utilizing best in class software to ensure client satisfaction.